New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
Insights
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
The importance of fundamental research in an environment where stock market dispersion is increasing.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.